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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Eric Johnson (CRD# 1022780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingston, NY and has over 42 years of experience in the finance industry.
Elizabeth Jones (CRD# 3190846) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 24 years of experience in the finance industry.
Edvard Jorgensen (CRD# 4499232) is an Investment Advisor Representative working at Seahorse Financial Advisers Inc. in Millbrook, NY and has over 20 years of experience in the finance industry.
Michael Mandelos (CRD# 5380047) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Kingston, NY and has over 11 years of experience in the finance industry.
Bruce Mazo (CRD# 1970174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rhinebeck, NY and has over 34 years of experience in the finance industry.
Jane McCarthy (CRD# 2312382) is an Investment Advisor Representative working at Equitable Advisors, LLC in Red Hook, NY and has over 17 years of experience in the finance industry.
Daniel McDonough (CRD# 6176346) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 8 years of experience in the finance industry.
Devin McGill (CRD# 5941638) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Red Hook, NY and has over 12 years of experience in the finance industry.
Evan Meltzer (CRD# 1133833) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Kingston, NY and has over 40 years of experience in the finance industry.
Philip Meltzer (CRD# 2768288) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Kingston, NY and has over 18 years of experience in the finance industry. Philip Meltzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.